William Porter Alexander
Investment adviser representative at Knox Wealth Partners Advisory
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$272.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Knox Wealth Partners Advisory LLCJul 2017 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Oct 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TN).
Knox Wealth Partners Advisory
Legal name: Knox Wealth Partners Advisory, LLC
$272.9MAssets managed
525Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4151849
- Firm CRD
- 288580